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401(k) Plans

19,516 topics in this forum

  1. Is a participant eligible for a distribution if he terminates but resu

    By Scuba 401,
    • 15 replies
    • 14.2k views
    • Guest
    • Guest

  2. Failure to provide safe harbor notice

    By Guest VAP,
    • 1 reply
    • 2.2k views
    • Alf
    • Alf

  3. Participant being paid was not sent the enrollment package because he

    By John A,
    • 0 replies
    • 1.6k views

  4. What are the tax effects of depositing profit sharing contributions pa

    By Guest Tara Curran,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  5. Short Plan Year - 1st year of Safe Harbor

    By nancy,
    • 5 replies
    • 4k views

  6. Excess contributions distributed by mistake. How is this corrected?

    By Richard Anderson,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  7. How to max HCE contributions for new late in year 401k?

    By Guest Ed Walker,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  8. 70 1/2 required distributions--changing mind after making initial elec

    By Guest Diane DuFresne,
    • 2 replies
    • 1.7k views

  9. Pros and cons of allowing multiple outstanding loans to a 401(k) parti

    By Guest DDDlump,
    • 7 replies
    • 7.2k views

  10. Terminating 401(k) plan holds a large forfeiture account; what to do w

    By Guest Kevin Plymyer,
    • 9 replies
    • 5k views
    • Guest
    • Guest

  11. I have an established 401(k) Plan that uses prior year testing. This

    By Guest Amy Keen,
    • 10 replies
    • 2.3k views
    • MR
    • MR

  12. 401K Money Movements

    By Guest rlyoung,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  13. Does a QNEC contribution allocation formula need to be definitely dete

    By Richard Anderson,
    • 3 replies
    • 2.8k views

  14. Post-tax contributions

    By Guest merlin15,
    • 1 reply
    • 1.9k views

  15. Top heavy minimum contribution

    By eilano,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  16. Company Match taxable ?

    By Guest tkraynak,
    • 9 replies
    • 3.5k views

  17. Software needed to manage participant loans in 401(k) plans.

    By Guest jrhodes,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  18. Revoking a loan policy

    By Guest Pat Metallic,
    • 1 reply
    • 2k views

  19. Has anyone seen the official annual limitations for 2001?

    By Felicia,
    • 7 replies
    • 2.3k views

  20. How to do 401(k) discrimination testing for a plan with no NHCEs (i.e.

    By Guest Pat Metallic,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  21. Determining who are HCEs for purposes of the ADP/ACP Tests When One Co

    By Guest smithee,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  22. Participant wants hardship distribution but spouse is in jail

    By Guest sheadan,
    • 2 replies
    • 2.2k views

  23. Can an employee continue to defer while on short term disability?

    By Guest CHRISTA,
    • 1 reply
    • 2.2k views

  24. 100% vesting is required, even if same desk rules applies, correct?

    By John A,
    • 3 replies
    • 2.2k views
    • Alf
    • Alf

  25. May a foreign country, or agency thereof, establish a 401(k) plan for

    By Guest W J Parks,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  26. Are there service providers who do operational audits to ascertain if

    By Guest Lisa Flagg,
    • 6 replies
    • 2k views

  27. 401(k) termination and distribution prior to sale of stock in plan spo

    By Guest EMC,
    • 3 replies
    • 3.3k views

  28. Participant defers $20,000 into two unrelated 401(k) plans ($10,000 in

    By Richard Anderson,
    • 18 replies
    • 3.8k views

  29. Looking for sample 401(k) negative election (automatic enrollment) not

    By Guest Robin S. Vatalaro, CPA,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  30. How to identify the Employer, EIN and Plan Number of a 401(k) Plan aft

    By Guest EMC,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  31. Can someone tell me the appropriate dollar amount used for the compens

    By k man,
    • 8 replies
    • 3.4k views

  32. Once 401(k) deferrals are in plan's trust account, when does employer

    By Guest deagea,
    • 9 replies
    • 3.2k views
    • Guest
    • Guest

  33. Rehired employee wants to buy back formerly forfeited benefit under th

    By Guest Carolyn Cassetty,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  34. How do you properly determine a participants vested percentage?

    By Guest Dan Kutzke,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  35. 401(k)'s, 403(b)'s, 457's and money purchase pension plans.

    By Guest,
    • 2 replies
    • 2.4k views

  36. Safe Habor match issues and Can an HCE really be an NHCE?

    By Guest PALAWYER,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  37. Can a public school district maintain a 401(k) plan?

    By Guest,
    • 1 reply
    • 2.3k views

  38. Is ADP test irrelevant where all employees are HCEs?

    By Guest JDVJr,
    • 1 reply
    • 1.8k views

  39. Plan Participant getting divorced

    By Guest Sara H,
    • 10 replies
    • 2.8k views
    • Guest
    • Guest

  40. Converting a traditional IRA then recharacterizing

    By Guest rflarson,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  41. Supplemental Employer Profit-Sharing Contribution for Employees Having

    By Guest Cal,
    • 6 replies
    • 2.3k views

  42. Correction of forfeitures

    By Guest VAP,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  43. Need 6621(a)(2) Rate

    By Guest,
    • 2 replies
    • 2.1k views

  44. ERISA notification on change in structure of company match.

    By Guest JACarroll,
    • 1 reply
    • 2.2k views

  45. Divorced participant dies w/out changing beneficiary designation that

    By Guest M. Massaro,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

  46. Website w/ payroll illustrator showing immediate tax advantages of par

    By Guest susan w,
    • 1 reply
    • 7k views
    • Guest
    • Guest

  47. Tax treatment of NUA of the employer's stock in a lump sum distributi

    By Guest kazand,
    • 3 replies
    • 4.3k views

  48. Valid signature & elections on second distribution

    By Guest Phil L,
    • 3 replies
    • 2.3k views

  49. Plan Loans - Merged Plans - Can Post-Termination Loan Continuation Pro

    By rocknrolls2,
    • 1 reply
    • 2.2k views

  50. Employer's stock NUA - clarifiacation.

    By Guest kazand,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest
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